"Nvidia’s $100 billion OpenAI deal has seemingly vanished" https://arstechnica.com/information-technology/2026/02/five-...

"Disney cancels $1B deal with OpenAI after video platform Sora is shut down: 'The future is human'" https://finance.yahoo.com/sectors/technology/articles/disney...

And if I recall correctly the AI datacenter deal isn'tdoing Oracle stock any favours.